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December '24 Stock Pick
Looking for a runway
Dec 8, 2024
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Michael Kandolin
1
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December '24 Stock Pick
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November 2024
Subscriber Update
I have published a new stock pick every month thus far in 2024.
Nov 29, 2024
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Michael Kandolin
5
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Subscriber Update
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November '24 Stock Pick
Averaging up after continued execution
Nov 3, 2024
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Michael Kandolin
1
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November '24 Stock Pick
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October 2024
October '24 Stock Pick
Long runway for capital deployment at attractive rates in a high barrier to entry industry
Oct 6, 2024
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Michael Kandolin
2
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October '24 Stock Pick
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September 2024
September '24 Stock Pick
A simple business in a not so easy industry averaging >20% ROCE, with no debt, a shrinking share count, and trades for ~10x Pre-Tax. What else do you…
Sep 1, 2024
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Michael Kandolin
1
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September '24 Stock Pick
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August 2024
August '24 Stock Pick
Repeat after me, the economics of a business matter more than the short term blunders.
Aug 4, 2024
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Michael Kandolin
3
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August '24 Stock Pick
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July 2024
July Stock Pick '24
Trying to get better at paying up for quality
Jul 14, 2024
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Michael Kandolin
1
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July Stock Pick '24
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June 2024
June 2024 Pick
A little update on where I stand with a prior pick and a new name.
Jun 9, 2024
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Michael Kandolin
3
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June 2024 Pick
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Little Schedule Update
Just wanted to give a little update to all paid subscribers.
Jun 1, 2024
•
Michael Kandolin
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Little Schedule Update
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May 2024
May 2024 Stock Pick
A boring business who supplies a critical home component with an A+ balance sheet and a shareholder friendly playbook. If you want excitement, this…
May 5, 2024
•
Michael Kandolin
1
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May 2024 Stock Pick
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April 2024
April '24 Stock Pick
A solid margin of safety with asymmetric upside returns. Heads I win big, tails I don't lose much. I'm putting some chips in.
Apr 7, 2024
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Michael Kandolin
2
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April '24 Stock Pick
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March 2024
Builders FirstSource
Collected thoughts on the name I should have paid attention to long ago.
Mar 30, 2024
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Michael Kandolin
9
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Builders FirstSource
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